Distribution Management.

Fast. Easy. Smart.

The ever changing impact of digital, customer expectations, regulatory requirements demographics and economics are constantly influencing change. The customer journey is shifting from physical to digital multi-channel interactions. Insurance buyers and agents need a more convenient and transparent process from Insurance carriers. 

Due to the complexity of some insurance products, the role of the producer must shift from selling to advising.

23

Fast

Ability to launch in weeks
 

Configuration-first approach

Prebuilt accelerators and frameworks

Out of the box integrations

Easy

Single Platform Delivers Value for Customers and Employees
 

Seamless omni-channel experience across devices and platforms

Holistic view of the distribution relationship

Improved producer satisfaction and retention

Smart

Agile Platform 

 

Analytics empowers managers 

Cloud based training and collaboration

Dynamic sales support content

Distribution Management Lifecycle

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Insurance carriers that leverage both physical and digital channels can create an experience to impress customers in new and exciting ways. 

To address the ever changing expectations from both the policy holders and distribution channels, Invcapsulate has developed a Distribution Management Solution, powered by Salesforce. Our solution empowers sales offices and brokers with state of the art tools to manage your relationships, agent/broker performance, and get full visibility of the brokers book of business. 

 

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